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Logging into the Online form builder

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You can log into the Online form builder using either:

  • SynWeb authentication (preferred)
  • SQL login credentials.

Logging into the Online form builder using SynWeb authentication

To log into the Online form builder using SynWeb authentication:

  1. Log into SynWeb. See Logging in and out in the SynWeb Introduction manual.
  2. Select System > Online Form Editor from the SynWeb main menu.
    The Recent tab of the My Forms window is displayed.
  3. Build a form by either:

    • Creating a new form. See Creating new forms.
    • Opening an existing form. You can open:

         - forms
         - form templates.

    See Opening forms.

For information about the entire form building process, see Building forms.


Logging into the Online form builder using SQL login credentials

Use this method to log in using SQL accounts.

Note: Ensure the SQL login account has sufficient access; equivalent to zSynergeticCoreAPI account. 

Note: Active Directory (AD) authentication does not work with this method

To log into the Online form builder using SQL login credentials:

  1. Navigate to the Synergetic Form Editor: Login window.
    The Synergetic Form Editor: login window is displayed.
  2. Type the SQL account name into the Login Name field.
  3. Type the corresponding password into the Password field.

    Tip: You can select Remember My Login Name to autofill the Login Name field next time you login.

  4. Click .
    The Recent tab of the My Forms window is displayed.
  5. Open a form. See Opening forms.
  6. Build a form by either:

    • Creating a new form. See Creating new forms.
    • Opening an existing form. You can open:

         - forms
         - form templates.

    See Opening forms.

For information about the entire form building process, see Building forms.

 

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